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Trish Shepherd

Trish Shepherd

Client Service Director

+1 (916) 486-7350

tshepherd@lighthouse-sa.com

Trish brings a rare combination of warmth, professionalism, and operational precision to the Campbell Krug team. In her prior role as office manager of a regional brokerage firm, she skillfully managed rapid growth and a steady influx of new business.

As Client Service Director at Campbell Krug Wealth Management, Trish has been instrumental in implementing the client service processes and standards that define the firm's experience. Financial professionals and clients alike, rely on her thoughtful, attentive approach to every administrative and service need — a reflection of the coordinated, personal experience Campbell Krug strives to deliver.

*Not registered with LPL Financial